Fillable TAX ORGANIZER PDF FILE (CLICK) you can use to help organize your tax filling.
After you have accomplished the form you can download then send it to [email protected]
or use the website uploader given below.
After you have accomplished the form you can download then send it to [email protected]
or use the website uploader given below.
WHAT DO YOU NEED TO GET TAXES COMPLETED
Personal Information
- Your full name along with spouses and dependents full name
- Date of birth for you, spouse and dependents
- Social security number for you, spouse and dependents
- Previous year’s tax return
- Pin from IRS of victim of fraud
- Copy of Driver License
- Copy of previous year tax return (Personal and Business)
Business Information
- Full name of Business
- Employer Identification Number (EIN) for Business
- Address for Business
- What type of corporation you are (LLC, S Corp, C Corp, Partnership or Non Profit)
- Effective date of Corporation
- What type of business are you running
- Articles for Business
- Name of Officers for Corporation
- ↳ Officers social security number
- ↳ Officers address
- ↳ Officers phone number
- ↳ Percentage of time devoted to business
Income
- Forms W2 (Employee)
- Form 1099-G (Unemployment or State tax refund)
- Form W-2G (Gambling Income)
- Alimony
- Form 1099-G (Jury Duty)
- Form 1099-SA or Form 1099LTC (Healthcare reimbursements)
- Form 1099-INT (Interest Income) o Form 1099-OID or 1099-DIV (Dividend Income)
- Form 1099-R (Pension/IRA/Annuity Income)
- Form 1099-SSA or Form RRB-1099 (Social Security)
- Forms 1099-MISC or Form 1099NEC (Subcontractor)
- Profit & Loss (Business Owner)
- K1 if was completed by another Accountant
- Rental Income o Gross Receipts or Sales
- Business Bank Statements
- Balance Sheet o Royalty Income
Deductions
➤ Form 1098 (Mortgage)
➤ Amount of State/Local income tax paid
➤ Real estate and personal property tax
➤ Vehicle sales tax paid
➤ HUD statement showing closing date of home purchase
➤ Charity (cash or non-cash contributions)
➤ Medical expenses (paid for insurance, doctors, dentist and hospital)
➤ Investment expenses
➤ Amount paid for previous year taxes being prepared
➤ Forms 1099-MISC (Subcontractor) expenses (Schedule C ONLY)
➤ Amount of State/Local income tax paid
➤ Real estate and personal property tax
➤ Vehicle sales tax paid
➤ HUD statement showing closing date of home purchase
➤ Charity (cash or non-cash contributions)
➤ Medical expenses (paid for insurance, doctors, dentist and hospital)
➤ Investment expenses
➤ Amount paid for previous year taxes being prepared
➤ Forms 1099-MISC (Subcontractor) expenses (Schedule C ONLY)
⇢ CAN NOT CLAIM WORK RELATED EXPENCES (NO W2 ONLY)
↳ Salary and Wages for employees
↳ Compensation of Officer
↳ Repairs and Maintenance
↳ Bad Debts o Rent
↳ Taxes and License
↳ Interest o Advertising
↳ Pension, profit sharing etc …
↳ Employee benefit program
↳ Meals and Entertainment
↳ Insurance Premiums
↳ Payroll Tax / State Income Tax
↳ Health Insurance
↳ Payroll Services
↳ Education
↳ Auto and Truck Expense
↳ Bank Charges
↳ Dues and Subscriptions
↳ Legal and Professional fees
↳ License and Permits
↳ Office Expense
↳ Office Supplies
↳ Postage
↳ Telephone
↳ Travel
➤ Vehicle Information if used for your own business (Schedule C)
↳ Total miles driven for the year
↳ Beginning/ending odometer readings
↳ Parking/tolls
↳ Receipts for gas, oil, car washes, licenses, personal property tax, lease/interest
➤ Childcare records
↳ Childcare name
↳ EIN o Address
↳ Phone number o Amount paid
↳ Salary and Wages for employees
↳ Compensation of Officer
↳ Repairs and Maintenance
↳ Bad Debts o Rent
↳ Taxes and License
↳ Interest o Advertising
↳ Pension, profit sharing etc …
↳ Employee benefit program
↳ Meals and Entertainment
↳ Insurance Premiums
↳ Payroll Tax / State Income Tax
↳ Health Insurance
↳ Payroll Services
↳ Education
↳ Auto and Truck Expense
↳ Bank Charges
↳ Dues and Subscriptions
↳ Legal and Professional fees
↳ License and Permits
↳ Office Expense
↳ Office Supplies
↳ Postage
↳ Telephone
↳ Travel
➤ Vehicle Information if used for your own business (Schedule C)
↳ Total miles driven for the year
↳ Beginning/ending odometer readings
↳ Parking/tolls
↳ Receipts for gas, oil, car washes, licenses, personal property tax, lease/interest
➤ Childcare records
↳ Childcare name
↳ EIN o Address
↳ Phone number o Amount paid
Education
➤ Forms 1098-T
➤ Forms 1098-E
➤ Scholarships
➤ Books
➤ Room and Board
➤ Bills paid to institution
➤ Forms 1098-E
➤ Scholarships
➤ Books
➤ Room and Board
➤ Bills paid to institution
Healthcare
➤ Form 1095-A (Health Insurance Marketplace)
➤ Form 1095-B (Health coverage provider)
➤ Form 1095-C (Employer-Provided Health Insurance)
➤ Form 1095-B (Health coverage provider)
➤ Form 1095-C (Employer-Provided Health Insurance)
NOTE
In the event you are having trouble viewing, filling up, or uploading our fillable Tax Organizer and Engagement Letter
pdf forms, you can follow this LINK (CLICK) for another option to submit.